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Est. 2026The front page of wealth managementNew York

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FP Year-end tax planning: 5 moves advisors should review with clients4K 55ip Expands Unified Managed Accounts with BlackRockRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complex
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

2,591 firms manage $37.7 trillionNew York

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 17048
    Lorum Advisory LLCNew York, NYAsset manager
    No custodian reported
    $0
  2. 17062
    Harrison Fiduciary GroupNew York, NY · 5 clientsAsset manager
    No custodian reported
    $0
  3. 17065
    Itau BBA USA Securities, Inc.New York, NYBroker-dealer firmHybridItau International Securities Inc.
    No custodian reported
    $0
  4. 17070
    Optos Real Estate Credit, LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $0
  5. 17078
    Ccaventus Global Credit Management LLCNew York, NYAsset managerHybridArena Financial Services, LLC
    No custodian reported
    $0
  6. 17079
    Community Capital Advisors LLCNew York, NYAsset manager
    No custodian reported
    $0
  7. 17091
    MHI Funds, LLCKingston, NY · 1 clientsAsset managerHybrid
    No custodian reported
    $0
  8. 17095
    Rockford Tower Asset Management, L.L.C.New York, NYAsset manager
    No custodian reported
    $0
  9. 17103
    Cion Investment Management II, LLCNew York, NYAsset managerAffiliated broker-dealerCion Securities, LLC
    No custodian reported
    $0
  10. 17115
    Voxel Capital Partners LPNew York, NYAsset manager
    No custodian reported
    $0
  11. 17125
    Third Point Private Capital LLCNew York, NYAsset manager
    No custodian reported
    $0
  12. 17127
    United Advisors Investment Management, LLCNew York, NYAsset manager
    No custodian reported
    $0
  13. 17128
    Forvm Global Investments LLCNew York, NYAsset manager
    No custodian reported
    $0
  14. 17131
    Instinet, LLCNew York, NYBroker-dealer firmHybridDelaware Distributors, L.P., Instinet Australia PTY Limited
    No custodian reported
    $0
  15. 17133
    Pension Fund Evaluations, Inc.Centereach, NY · 21 clientsBroker-dealer firm
    No custodian reported
    $0
  16. 17134
    Quan Vest Consultants IncManhasset, NY · 45 clientsAsset manager
    No custodian reported
    $0
  17. 17140
    Fmac Management LLCNew York, NYAsset managerHybridFortress Capital Formation LLC, Fortress Wealth Solutions LLC
    No custodian reported
    $0
  18. 17161
    Byreforge Management, LPNew York, NYAsset managerAffiliated broker-dealer2solv Capital, LLC
    No custodian reported
    $0
  19. 17164
    Nomura Securities International, Inc.New York, NYBroker-dealer firmHybridDelaware Distributors, L.P., Instinet, LLC
    No custodian reported
    $0
  20. 17166
    Ecobridge Capital Management LPNew York, NYAsset manager
    No custodian reported
    $0
  21. 17177
    Bear Stearns Asset Management Inc.New York, NY · 1 clientsAsset managerHybrid
    No custodian reported
    $0
  22. 17178
    Brite Avenue Capital LPScarsdale, NYAsset manager
    No custodian reported
    $0
  23. 17179
    Aegis Guild Capital, LLCNew York, NYAsset managerHybrid
    No custodian reported
    $0
  24. 17184
    UDY Road HoldingsNew York, NYAsset manager
    No custodian reported
    $0
  25. 17191
    Bluerock ETF Advisor, LLCNew York, NYAsset managerHybridBluerock Capital Markets LLC
    No custodian reported
    $0
  26. 17198
    Cambial Partners LPNew York, Ny, NYAsset manager
    No custodian reported
    $0
  27. 17199
    Wisdomtree Ventures Management, LLCNew York, NYAsset managerHybridWisdomtree Securities, Inc.
    No custodian reported
    $0
  28. 17200
    BX Reit Advisors L.L.C.New York, NY · 2 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $0
  29. 17203
    Dahab Associates IncBay Shore, NY · 90 clientsAsset manager
    No custodian reported
    $0
  30. 17204
    Third HarborCold Spring Harbor, NYAsset manager
    No custodian reported
    $0
  31. 17205
    Bernstein Institutional Services LLCNew York, NYBroker-dealer firmHybridAlliancebernstein Investments, Inc., BSG France S.A.
    No custodian reported
    $0

RIAs by state